Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs RATIONAL EQUITY SCHEME - 2
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
RATIONAL EQUITY SCHEME - 2
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
4.14%
6 Months
6.35%
12.88%
1 Year
−4.77%
0.59%
3 Years
10.09%
—
5 Years
—
—
Since Inception
11.81%
6.12%
Fund Age
4 yrs 3 mo
14 mo
AUM
—
₹29 Cr
Alpha – 1 Year
−9.17%
−2.78%
Alpha – 3 Years
−1.38%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
20.07%
23.29%
Volatility – 3 Years
18.70%
—
Beta – 1 Year
1.09
1.16
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.41
-0.11
Sharpe Ratio – 3 Years
0.34
—
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−28.14%
−18.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.70%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 25% · S 28%
S 100%
Number of Stocks
23
—
Portfolio P/E
—
—
Top 5 Holdings
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
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Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%